401(k) · DOL Form 5500 · 2024

Consumer Directed Choices, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
2,603
Participants Above avg headcount
43rd
Percentile by assets National rank
$2,054
Avg per participant Low balance/head
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Official DOL plan name: Consumer Directed Choices, Inc. 401(k) Plan · Sponsored by Consumer Directed Choices, Inc. · New York · Healthcare & Social Assistance

$5M in assets, 2,603 participants

Consumer Directed Choices, Inc.'s Consumer Directed Choices, Inc. 401(k) Plan reported $5M in total assets and 2,603 participants in its 2024 DOL Form 5500 filing, ranking in the 43rd percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #7,865 in Healthcare & Social Assistance (16,916 peers)

Coverage in New York

Consumer Directed Choices, Inc. 401(k) Plan covers 2,603 participants in New York, 3.3x the typical New York plan (state average ~798 per filing). Assets: $5M.

#7,865
in Healthcare & Social Assistance (16,916 peers)
+18.0%
assets growth YoY

Consumer Directed Choices, Inc. 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Consumer Directed Choices, Inc. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$5,347,798 43rd percentile higher than 43% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Consumer Directed Choices, Inc. 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Consumer Directed Choices, Inc. 401(k) Plan lands in the large band (2,603 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Consumer Directed Choices, Inc. 401(k) Plan reported net income rose from $612K in the plan year 2023 filing to $824K in the plan year 2024 filing.
  • Consumer Directed Choices, Inc. 401(k) Plan end-of-year assets rose from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Consumer Directed Choices, Inc. 401(k) Plan reported participants rose from 2,216 in the plan year 2023 filing to 2,603 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 161516618 · Consumer Directed Choices, Inc. PY 2024 · 401(k)

Consumer Directed Choices, Inc. 401(k) Plan · $5M · 2,603 · 43rd

  • PHOTO $5M
  • IND 2,603
  • EOY 43rd
  • 5500 401(k)
  • ASSETS near Beverly Knits Inc. 401(k) Profit Sharing Plan
  • PCT ind #7865

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Healthcare & Social Assistance retirement plans → · Plans in New York →

Consumer Directed Choices, Inc. 401(k) Plan in the asset neighbourhood

Consumer Directed Choices, Inc. 401(k) PlanConsumer Directed Choices, I…$5MBeverly Knits Inc. 401(k) Profit Sharing PlanBeverly Knits Inc. 401(k) Pr…$5MSarla Consultants, LLC 401(k) PlanSarla Consultants, LLC 401(k…$5MGeneral Mortgage Capital Corpo 401(k) Profit Sharing Plan & TrustGeneral Mortgage Capital Cor…$5MProtec Building Services 401(k) PlanProtec Building Services 401…$5M
End-of-year total assets ($M) among Consumer Directed Choices, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$824K
Employer EIN161516618
Plan Effective Date2009-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Consumer Directed Choices, Inc.)

Sponsor-wide plan assets over time

All Consumer Directed Choices, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 36.706666209938035% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M$5.5M 202220232024 $3.91M $5.35M ▲ +36.8%
Year Plans Participants Total Assets
2022 1 1,732 $4M
2023 1 2,216 $5M
2024 1 2,603 $5M

Nearby 401(k) Plans in New York

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Consumer Directed Choices, Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Consumer Directed Choices, Inc. 401(k) Plan, Total assets ($B): 0.005347798 · Participants: 2603Consumer Directed Choices, Inc. 401(k) PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Consumer Directed Choices, Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants

Consumer Directed Choices, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Beverly Knits Inc. 401(k) Profit Sharing Plan in NC ($5M); by covered participants it is The Aes Corporation Retirement Savings Plan in VA (2,604 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,603 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Consumer Directed Choices, Inc. 401(k) Plan assets move in 2024?
Consumer Directed Choices, Inc. 401(k) Plan grew sharply - up 18.0% during 2024, from $5M to $5M. Reported net income was $824K.
How have Consumer Directed Choices, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Consumer Directed Choices, Inc.'s sponsor-wide assets grew 36.7%, from $4M to $5M.
Which 401(k) plans are similar in size to Consumer Directed Choices, Inc. 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Beverly Knits Inc. 401(k) Profit Sharing Plan in NC ($5M, 220 participants).
Which 401(k) plans cover a similar participant headcount to Consumer Directed Choices, Inc. 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is The Aes Corporation Retirement Savings Plan in VA (2,604 participants, $728M in assets).